Stone House Investment Management’s CVS Health CVS Stock Holding History

Stone House Investment Management’s Portfolio CVS Stock Details CVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.9K	Buy	430 +17	+4%	+$1.31K	0.01%	230
2025 Q4	$32.8K	Sell	413 -31	-7%	-$2.44K	0.01%	205
2025 Q3	$33.5K	Sell	444 -71	-14%	-$4.87K	0.01%	187
2025 Q2	$35.5K	Sell	515 -57	-10%	-$3.74K	0.01%	178
2025 Q1	$38.8K	Buy	+572	New	+$34.2K	0.01%	162
2024 Q4	–	Sell	-436	Closed	-$27.4K	–	125
2024 Q3	$27.4K	Sell	436 -116	-21%	-$6.77K	0.01%	157
2024 Q2	$32.6K	Sell	552 -219	-28%	-$13.7K	0.01%	154
2024 Q1	$61.5K	Buy	+771	New	+$58.9K	0.01%	110
2023 Q3	–	Sell	-26	Closed	-$1.81K	–	345
2023 Q2	$1.81K	Buy	+26	New	+$1.85K	﹤0.01%	274

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stone House Investment Management's CVS Position: Q1 2026 in Review

Stone House Investment Management increased its CVS Health (CVS) stake by 4.1% in Q1 2026, buying an estimated $1.31K and bringing the position to 430 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #230.

Stone House Investment Management first reported a position in CVS in Q2 2023 and has held it in 9 quarters since. The position peaked at $61.5K in Q1 2024. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Stone House Investment Management held 430 shares of CVS Health worth $30.9K as of Q1 2026.
Stone House Investment Management bought 17 CVS Health shares in Q1 2026, an estimated $1.31K.
CVS Health made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #230 holding.
Stone House Investment Management first reported a position in CVS Health in Q2 2023 and has held it in 9 quarters since.
Stone House Investment Management's CVS Health position peaked at $61.5K in Q1 2024.
1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.